Matthew Marcotte is a CFP® and holds a Series 66 license, with eight years of experience in financial advising at Edward Jones. He has worked at Edward Jones since 2017 and also served as an adjunct professor at North Central College, teaching college students the fundamentals of personal finance. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across various segments. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and is notable for its large network of advisors and branch offices, as well as affiliated services such as a trust company and proprietary mutual funds.

John Morgan is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. His prior work includes 15 years at both New England Schooner, Inc. and Royal Alliance Associates. He is also associated with BULLBUFF LLC, a business entity established for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of advisory programs and services, including retirement plan consulting, model portfolios, and technology-driven investment strategies.

Julia Mueller is a Financial Consultant who brings a client-centered approach to her work. She emphasizes transparency and thoughtful communication, beginning with a conversation to understand clients' priorities and assessing mutual fit before proceeding. She continues to work closely with clients as their goals develop, ensuring alignment and clear communication throughout the process. Julia has experience working in various roles at Fidelity Investments, including Planning Consultant from 2024 to 2026, Relationship Manager from 2022 to 2024, and Financial Representative from 2021 to 2022. Prior to that, she completed an internship in Financial Planning & Asset Management at Renaissance Wealth Management BN LLC from 2020 to 2021. Outside of her professional work, Julia's personal interests include gardening, puzzles, and traveling.

Magdalena Marinescu is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. She has worked at Fidelity Investments since 2022 and previously held roles at Verizon and AT&T. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and charitable funds. The firm uses a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios, and it incorporates advanced methodologies such as AI in its investment process.

Alvin Boyd is a financial advisor at Edward Jones with six years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019. Prior to joining Edward Jones, he worked at Uber and CarMax. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services through a large network of financial advisors and branch offices nationwide.

Ginevra Basso Laha is a financial advisor with Cetera, holding Series 63 and Series 66 designations and 19 years of industry experience. Her career includes roles at Cetera Wealth Services, Summit Financial Group, and Delco Financial Group. Outside of her advisory work, she volunteers as a Sunday school teacher at St. John's Church in Naperville, Illinois. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a broad range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

James Czerniak is a financial advisor with Osaic Wealth Inc. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. Prior to joining Osaic in 2023, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2017 to 2023, and at LPL Financial from 2007 to 2017. He is also the Chief Investment Officer of Ambassador Wealth Management, where he is involved in portfolio review, new business development, and client servicing. Osaic Wealth Inc. serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third‑party money managers. The firm employs asset‑allocation tools, risk‑tolerance questionnaires, and automated rebalancing to construct diversified portfolios across various asset classes, managing accounts on both discretionary and non‑discretionary bases.

Scott Zagurski is a financial advisor at Wells Fargo Advisors with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Wells Fargo entities since 2009. Zagurski is also involved in investment-related activities through ownership in Great Lakes Asset Management LLC and Scott Zagurski LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning services and utilizes proprietary research and tools to develop tailored client recommendations.

Dennis Castillo is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at J.P. Morgan Securities since 2018. Outside of his advisory role, he is the owner of Castillo Real Estate LLC, which manages a residential rental property. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Jake White is a Financial Consultant at Fidelity Investments, where he currently partners with clients to develop financial plans and investment strategies. He aims to assist clients in pursuing their financial goals by leveraging his experiences to provide support for better financial outcomes. Jake has held various roles at Fidelity Investments, including Investment Consultant, Planning Consultant, Relationship Manager, and Financial Representative, spanning from 2021 to the present. Prior to his time at Fidelity, he worked as a Financial Representative at Northwestern Mutual from 2020 to 2021. Outside of his professional work, Jake has interests in comedy, fitness, football, reading, and soccer.

Giuseppe Anemone is a financial advisor at Fidelity with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Clearing Services LLC and JP Morgan. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies and an IRS-qualified Charitable Gift Fund. The firm employs a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage diversified model portfolios.

Michael Dorsey is a Vice President and Financial Consultant at Fidelity Investments, where he has been serving since 2015. In his role, he assists clients in making informed decisions about their financial futures by understanding their individual goals, values, and priorities. Michael emphasizes building long-term relationships founded on trust and transparency. Michael's career in financial advising includes positions at Fidelity Investments, where he progressed through various roles from Investor Center Account Executive to Senior Account Executive before his current position. Prior to joining Fidelity, he worked as a Financial Advisor at Chase Investment Services and New England Financial. He resides in Naperville with his wife and two sons. Outside of his professional responsibilities, Michael enjoys entertaining friends and spending time on the Riverwalk with his family.

Ernest Santeralli is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a broad range of investment options including insurance-related vehicles and bank deposit sweep programs.

Mark Behrens is a financial advisor with LPL Financial in Oswego, IL, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with LPL Financial since 2009. In addition to his advisory role, he serves as trustee for two family testamentary trusts. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and corporations, offering a range of advisory programs, financial planning, and brokerage services supported by in-house and third-party research.

Charles Mowery is a financial advisor at Osaic Wealth, Inc. with a Series 66 credential and no prior industry experience. His work history includes roles at SAI Financial Services and RMB Capital, among others. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various portfolio construction tools and supports multiple advisory platforms, including discretionary and non-discretionary account management.

Wendy Malas is a financial advisor at LPL Financial with 12 years of industry experience and holds a Series 66 designation. She has been with LPL Financial for over 15 years. Malas serves as a for-profit board member of the Yorkville Home Design Center Retail Owners Association. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers financial planning, various advisory programs, retirement plan consulting, and brokerage services, employing discretionary and non-discretionary management supported by research and model portfolios.

Brian Shriner is a financial advisor at J.P. Morgan Securities with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has been with JPMorgan Chase Bank and J.P. Morgan Securities since 2014. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through its Wealth Advisors. As a subsidiary of J.P. Morgan, the firm integrates advisory services with brokerage, distribution, and investment management capabilities.

Louis Cassara is a ChFC® with 42 years of industry experience, currently serving at Mass Mutual Investors Services since 2014. He is also chairman and CEO of The Cassara Clinic, a professional development and executive coaching firm focused on coaching and teaching representatives and entrepreneurs. Additionally, he is involved in individual and group life insurance sales through The Financial Resource Network. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, and various organizations, employing firm-approved analytical tools to deliver tailored recommendations.

Peter Krebs is a financial advisor at Fidelity with a Series 66 credential and approximately one year of experience in the industry. His background includes time at Marquette University and Menards before joining Fidelity. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm offers discretionary and non-discretionary advisory services, manages multiple registered investment companies, and applies systematic methodologies and oversight controls in its investment approach.

John Coffey is a financial advisor with Cetera, holding the PFS™ designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience, with a career spanning Cetera since 1991 and his own firm, Coffey & Associates PC, since 1992. In addition to his advisory work, he is involved in health insurance sales and administration. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and consulting services, supported by a nationwide network of over 10,000 advisors and substantial assets under management.